⸻ St. Louis, Missouri
Private Wealth
Advisory in
St. Louis.
Independent, fiduciary wealth management for St. Louis families, individuals, nonprofits, and small businesses. Our Frontenac office serves the greater St. Louis metro area with the full depth of The Bedford Group's advisory practice.
St. Louis, MO
St. Louis, MO 63131
⸻ about this office
Serving St. Louis
for over 8 years.
Our St. Louis office serves as the headquarters of The Bedford Group. It is where our firm was founded, and where our deepest client relationships have been built over nearly a decade of independent advisory practice.
The St. Louis metropolitan area is home to a dynamic mix of established wealth, growing businesses, and multigenerational families — each with unique financial complexities. Our team brings the experience and resources to address them all, with the personalized attention that only an independent firm can offer.
We are proud to serve the St. Louis community with the same integrity and precision that has defined our practice since day one.
⸻ What We Do
Wealth management
services in St. Louis.
Our St. Louis team provides the full range of private wealth services — each delivered with the independence, objectivity, and depth of relationship that distinguishes The Bedford Group.
Disciplined, research-driven portfolio construction designed to preserve and compound wealth across market cycles. We manage risk as rigorously as we pursue return.
Comprehensive life planning that accounts for every stage — wealth accumulation, retirement, business transition, and the eventual transfer of assets to the next generation.
Thoughtful estate planning coordinated with your legal and tax advisors to ensure your wealth moves cleanly, intentionally, and in accordance with your wishes.
Proactive tax planning integrated with your investment and estate strategy — not an afterthought, but a core pillar of every plan we develop.
Specialized guidance for business owners navigating liquidity events, succession planning, and the complex financial decisions that accompany enterprise transitions.
Structuring charitable giving to maximize impact and tax efficiency — from donor-advised funds and charitable trusts to private foundation governance.
⸻ your st. louis Team
The people behind your plan.
Our St. Louis team brings decades of combined experience to every client relationship. They are your primary point of contact — and they are here for the long term.
Ready to build a plan that endures?
No obligation. Strictly confidential.
Private wealth advisory for discerning families, individuals, nonprofits, and small businesses across the Midwest. Headquartered in St. Louis, Missouri.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through The Bedford Group, a Registered Investment Advisor. Private Client Services and The Bedford Group are unaffiliated entities.
✦ Forbes Best-in-State Wealth Management Team 2026
Our Advisors are Securities Registered in the follow states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Our Advisors offer advisory products and services in the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
✦ Forbes Best-in-State Wealth Management Team 2026
✦ Forbes Best-in-State Wealth Management Team 2026
© The Bedford Group 2026.